Client Account Management Role
We are seeking an experienced Client Account Manager to join our team. In this role, you will be responsible for overseeing all facets of service delivery for our clients, including managing contracts, paperwork, reporting and invoicing.
Responsibilities
* Oversight of all facets of service delivery for our clients.
* Lead regular (e.g. monthly) reviews and reporting to ensure contractual obligations and KPIs are met.
* Oversees change and implementation including Statements of Work.
* Work with Client and SS&C teams to drive customer satisfaction and ensure internal stakeholders and Directors are aware of any potential areas of concern.
* Perform general account management activities including: managing contracts, paperwork, reporting and invoicing.
* Establish and manage service meeting schedules and governance model.
* Drive the client governance framework to ensure optimal engagement with clients to have a successful relationship.
* Be the escalation point for critical issues enquiries and issue resolution, by providing oversight on ongoing delivery and service status / requests.
* Work with Operational areas on process improvements required following incidents / escalations.
* Manage reporting and meeting presentation materials both internally and externally.
* Understand customer needs, to effectively position SS&C.
* Update and maintain the CRM system with account and opportunity data.
Requirements
* 3-5+ Year's account management experience.
* Experience working with technology solutions desirable.
* Experience in Wealth Management desirable.
* Experience in Fund Administration desirable.
What We Offer
* Flexibility: Hybrid Work Model
* Your Future: Income Protection Insurance & Salary Continuance
* Work/Life Balance: Generous Bereavement & Compassionate leave
* Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance
* Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
* Training: Hands-On, Team-Customized, including SS&C University
* Extra Perks: Discounts on fitness clubs, travel and more